Complex families don’t fit a template. Multiple states. Blended households. Wealth that crosses jurisdictions. The gaps hide in the details, and clients rarely know to ask about them.
Join Chris Nason, Head of Private Wealth at Wealth.com, for a practical look at how advisors can analyze estate plans for complex families and know when to bring in the right experts.
What you’ll learn:
- How to identify estate planning gaps in complex family situations
- How to interpret trust and ownership structures
- How to evaluate estate tax and liquidity considerations
- How to coordinate effectively with attorneys and tax professionals
Meet your speaker: Chris Nason is Head of Private Wealth at Wealth.com, where he leads the firm’s private wealth strategy and integrates advanced legal and tax expertise into its estate and tax planning platform. A Yale Law graduate and former McDermott Will & Schulte partner, he’s recognized in Chambers High Net Worth and teaches Trusts and Estates at Stanford Law.
Register now. All registrants receive the replay. CFP CE credit is available to live attendees only.
